Donor Engagement in Nonprofit Cloud | Salesforce Trailhead

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Donor Engagement in Nonprofit Cloud

Outreach summary rollups fields update automatically with data from related records on a schedule your organization defines using flows. For example, a donor decides to give because of one of Wren’s appeals in their campaign. Wren tracks that gift in a gift transaction record created in gift entry or through an API. They then relate the gift to the appropriate campaign and outreach source code record. They can use the data from the gift transaction to calculate default rollup fields such as Gift Count and Response Rate on the campaign and outreach source code records.

What you see is an easy-to-understand rollup field, but there’s serious work happening behind the scenes. To calculate a rollup, tools called Data Pipelines and Data Processing Engine collect and transform data from fundraising records and store them in rollups fields. Those rollups fields are on the Outreach Summary object. To display the rollups on campaign and outreach source code page layouts, the Related Record Detail Display component pulls data from an outreach summary.

Talk with your admin if you want to change which rollup fields you display or create custom rollups with Data Processing Engine.

Analyze Your Data and Begin Again
In this module you learned about the tools in the Donor Engagement app that can help you conduct mass-outreach fundraising campaigns. You also learned about the mass-outreach fundraising cycle.

Wren has successfully finished their campaign. They learned which content and channels resonate with donors targeted with appeals about HNMI’s food systems development program. Through built-in rollups, Salesforce reports and dashboards, and Tableau visualizations, Wren has an idea of what can be improved in their next campaign. It’s time to go back to planning and strategy.

00:00 Introduction
00:30 Meet Donor Engagement
01:19 Develop Your Engagement and Campaign Strategy
02:20 Configure Campaigns and Outreach Source Codes
03:19 Send Appeals and Track Results